Capital Directions Review

Trust Score 97%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Capital Directions, federally registered in 2000, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 8 advisors. Capital Directions manages $2.2 billion and provides investment advisory services for 1,316 clients (1:165 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $150,000
Average Client Balance $1,662,145
Hybrid Advisor No
Disciplinary History No
Total AUM $2.2 billion
Advisor / Client Ratio 1:165
Headquarters Atlanta, GA
SEC Filings Forms and Brochures    (CRD # 109762)
State(s) Registered AL, AZ, CA, CO, FL, GA, IL, LA, MS, NY, NC, OH, SC, TN, TX, VA

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